Get Dr. Stein's Article
The Issues of Later Life are Often Overlooked.
Awareness is Important.
Does Your Client Have Testamentary Capacity?
Mental health and memory Issues That Affect Estate Planning
Estate planners must be concerned about a client's competency to understand and adopt a particular plan, but most are not trained to do so. Dr. Stein’s article provides concrete suggestions for spotting behaviors or attitudes that may raise questions about a client’s capacity, and advice about how to react to warning signs of incapacity.
Older Age can be Surprising.
Let's make it understandable.